Jason Miller

Jason Miller, CFP®, CPWA® is a seasoned financial professional with significant experience in wealth management and operations. Currently serving as Partner and Chief Operating Officer at Crewe Advisors since September 2021, Jason previously held multiple leadership positions at BMO Wealth Management - U.S. from December 2010 to September 2021, including Managing Director and Senior Vice President & Head of National Sales and Strategic Initiatives. Early in Jason's career, roles included Financial Advisor at Merrill Lynch and positions at J.P. Morgan and Piper Jaffray. Educational credentials feature an MBA in Finance from Brigham Young University, a BS in Finance from Arizona State University, and completion of the Certified Private Wealth Advisor® Program at the University of Chicago Booth School of Business, alongside CFP® certification from College for Financial Planning.